October 8, 2026
Roth SEP IRA Rules: What SECURE 2.0 Changed Did you know business owners can now make Roth SEP IRA contributions? Thanks to the SECURE 2.0 Act, employers can offer Roth contributions through Simplified Employee Pension (SEP) arrangements. As a result, eligible business owners and employees can enjoy higher potential…
Latest Blog Posts
August 27, 2026
Can an HSA Be Better Than a Traditional IRA for Retirement Investing? For an eligible saver, a Health Savings Account (HSA) can be one of the most tax-efficient accounts…
August 25, 2026
Equal Opportunity for All Investors Act: Could Knowledge Qualify You as an Accredited Investor? Original post date: July 23,2025 Update: August 25, 2026 The Equal Opportunity for All Investors…
August 24, 2026
Inherited IRAs May Require Annual RMDs and a 10-Year Payout Rule: What Beneficiaries Need to Know Direct Answer Yes, in certain inherited IRA situations, a beneficiary may need to…
August 7, 2026
What Is the Best Investment for a SDIRA? What Is the Best Investment for a SDIRA? The best investment for a SDIRA is generally an investment you understand, can…
August 6, 2026
Self-Directed IRA Prohibited Transactions: What Investors Need to Know Self-directed IRA prohibited transactions are among the most important rules every investor should understand before using retirement funds to invest…
August 5, 2026
SMART Savings Act of 2026: What Could It Mean for IRA Owners? The short answer: The SMART Savings Act of 2026 proposes removing IRAs and certain similar accounts from…
August 4, 2026
INVESTOR FRAUD AWARENESS Stop Before You Transfer: Warning Signs of Self-Directed IRA Fraud How older investors can recognize pressure tactics, investigate promoters, and protect retirement savings Today, a pause…
August 4, 2026
UBIT and UDFI in a Self-Directed IRA: What Investors Need to Know How operating-business income, leverage, and investment structure can create a current tax obligation inside a retirement account Most…
July 30, 2026
What Your IRA CAN’T Own: Prohibited Self-Directed IRA Investments Explained A Self-Directed IRA can invest in many alternative assets, including real estate, private equity, private lending, promissory notes, certain precious…
July 28, 2026
How Much Money Do I Need to Retire, and Am I Saving Enough? The most common question people have about retirement saving is: “How much money do I need…
July 24, 2026
Self-Directed IRAs Are a Niche Most People Don’t Understand Self-directed IRAs are a niche because most Americans have only been introduced to retirement accounts that hold stocks, bonds, mutual funds,…
July 23, 2026
Don’t Invest for Retirement the Way Your Parents and Grandparents Did: Take Control of Your Own Future Direct answer: You do not have to limit your retirement savings to the…
